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@话题虎：芒格大幅抄底阿里，虎友们跟不跟？

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[Smug]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/695217645","repostId":695189294,"repostType":1,"repost":{"magic":2,"id":695189294,"tweetId":"695189294","gmtCreate":1641366473122,"gmtModify":1641385919145,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36403,"starInvestorFlag":false},"themes":[{"themeId":"45690586ebfb429d952407377828c6c0","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"今天什么值得买？晒晒你的交易计划！","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":45690586ebfb429d952407377828c6c0}&rnconfig={\"headerBarHidden\": 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src=\"https://static.tigerbbs.com/a79dcc0268e94195f153cc1116a339d5\" tg-width=\"2286\" tg-height=\"1114\">Daily Journal共持有5只股票，除了阿里巴巴之外，分别持有美国银行、富国银行、U.S. Bancorp、浦项钢铁，可以发现，Daily Journal在查理·芒格掌舵之下，Daily Journal的投资风格一直比较稳健，主要集中于传统领域的高股息类股票。</p> <p>对于阿里巴巴的投资，Daily Journal于4月发布了一份声明</p> <blockquote>\n  “公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。” \n</blockquote> <p>最后，大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(246,5,5,1);\"><b>对于芒格的投资你怎么看？</b></span></li> \n <li><span style=\"color:rgba(246,5,5,1);\"><b>你觉得阿里能抄底了吗？</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢！</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p></body></html>","htmlText":"<html><head></head><body><p>路透消息，周二查理·芒格旗下公司Daily Journal Corporation一份提交给监管机构的文件中说，截至12月31日，已将对阿里巴巴的持股提高99.3%，达到602,060单位美国存托股票(ADS)，截至1月4日，持股价值约7,200万美元。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/02d2fbc04068da99ed87d3403228e796\" tg-width=\"1280\" tg-height=\"720\"></p> <p>据了解，芒格从今年一季度就开始建仓阿里，在阿里大跌之后，更是大举逆势加仓，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%，使其股票总数达到302060股。本次是继9月之后再度加仓，而将阿里巴巴的持仓数量增加了99%</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a79dcc0268e94195f153cc1116a339d5\" tg-width=\"2286\" tg-height=\"1114\">Daily Journal共持有5只股票，除了阿里巴巴之外，分别持有美国银行、富国银行、U.S. Bancorp、浦项钢铁，可以发现，Daily Journal在查理·芒格掌舵之下，Daily Journal的投资风格一直比较稳健，主要集中于传统领域的高股息类股票。</p> <p>对于阿里巴巴的投资，Daily Journal于4月发布了一份声明</p> <blockquote>\n  “公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。” \n</blockquote> <p>最后，大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(246,5,5,1);\"><b>对于芒格的投资你怎么看？</b></span></li> \n <li><span style=\"color:rgba(246,5,5,1);\"><b>你觉得阿里能抄底了吗？</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢！</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p></body></html>","text":"路透消息，周二查理·芒格旗下公司Daily Journal Corporation一份提交给监管机构的文件中说，截至12月31日，已将对阿里巴巴的持股提高99.3%，达到602,060单位美国存托股票(ADS)，截至1月4日，持股价值约7,200万美元。 据了解，芒格从今年一季度就开始建仓阿里，在阿里大跌之后，更是大举逆势加仓，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%，使其股票总数达到302060股。本次是继9月之后再度加仓，而将阿里巴巴的持仓数量增加了99% Daily Journal共持有5只股票，除了阿里巴巴之外，分别持有美国银行、富国银行、U.S. Bancorp、浦项钢铁，可以发现，Daily Journal在查理·芒格掌舵之下，Daily Journal的投资风格一直比较稳健，主要集中于传统领域的高股息类股票。 对于阿里巴巴的投资，Daily Journal于4月发布了一份声明 “公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。” 最后，大家聊一聊： 对于芒格的投资你怎么看？ 你觉得阿里能抄底了吗？ 精彩留言用户可获得888社区积分噢！ 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